FSB Premier Wealth Management’s SPDR Portfolio High Yield Bond ETF SPHY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $302K | Sell |
12,674
-10
| -0.1% | -$238 | 0.11% | 173 |
|
|
2025
Q1 | $297K | Sell |
12,684
-6,557
| -34% | -$154K | 0.12% | 168 |
|
|
2024
Q4 | $452K | Sell |
19,241
-179
| -0.9% | -$4.2K | 0.18% | 131 |
|
|
2024
Q3 | $467K | Sell |
19,420
-252
| -1% | -$6.06K | 0.19% | 122 |
|
|
2024
Q2 | $457K | Buy |
19,672
+76
| +0.4% | +$1.77K | 0.21% | 113 |
|
|
2024
Q1 | $460K | Buy |
19,596
+2,202
| +13% | +$51.7K | 0.21% | 98 |
|
|
2023
Q4 | $407K | Buy |
17,394
+381
| +2% | +$8.91K | 0.2% | 100 |
|
|
2023
Q3 | $381K | Buy |
17,013
+554
| +3% | +$12.4K | 0.21% | 97 |
|
|
2023
Q2 | $376K | Sell |
16,459
-76
| -0.5% | -$1.74K | 0.2% | 98 |
|
|
2023
Q1 | $380K | Buy |
16,535
+2,763
| +20% | +$63.5K | 0.21% | 95 |
|
|
2022
Q4 | $308K | Sell |
13,772
-504
| -4% | -$11.3K | 0.17% | 111 |
|
|
2022
Q3 | $311K | Sell |
14,276
-474
| -3% | -$10.3K | 0.18% | 108 |
|
|
2022
Q2 | $331K | Sell |
14,750
-487
| -3% | -$10.9K | 0.18% | 103 |
|
|
2022
Q1 | $370K | Sell |
15,237
-5,927
| -28% | -$144K | 0.19% | 98 |
|
|
2021
Q4 | $562K | Buy |
21,164
+539
| +3% | +$14.3K | 0.23% | 75 |
|
|
2021
Q3 | $552K | Buy |
20,625
+658
| +3% | +$17.6K | 0.28% | 68 |
|
|
2021
Q2 | $536K | Sell |
19,967
-428
| -2% | -$11.5K | 0.27% | 62 |
|
|
2021
Q1 | $541K | Sell |
20,395
-5,190
| -20% | -$138K | 0.29% | 63 |
|
|
2020
Q4 | $677K | Buy |
+25,585
| New | +$677K | 0.36% | 55 |
|